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Synergy Investment Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Synergy Investment Management’s Portfolio SPTI Stock Details SPTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.5M Buy
295,489
+112,725
+62% +$3.24M 5.13% 6
2025
Q1 		$5.22M Sell
182,764
-79,259
-30% -$2.27M 2.18% 11
2024
Q4 		$7.31M Buy
+262,023
New +$7.31M 3.14% 5